Elaine Moss and Peter Mullins, CDFA®
Financial Advisors, Vestor Capital
The first time I met Elaine Moss was in 2015, when a mutual business connection suggested we get together, given our mutual interest in helping divorcing women. I still remember feeling instantly comfortable with Elaine, and she felt like a friend almost immediately. Shortly after that meeting, I met Elaine’s business partner, Pete Mullins, CDFA®, and Vestor Capital became a Divorced Girl Smiling partner. A short time later, I became a client of Vestor Capital, and Elaine and Peter completed an extensive, detailed financial plan for me that was eye-opening, and paved the way for my making good life and financial decisions moving forward.
Since then, I have experienced such wonderful service. Elaine and Pete are very available whenever I need help making financial decisions. This has included: paying for college, moving, getting a life insurance policy and more. Both Elaine and Pete are more than happy to offer their time whenever I need it. This past year, Lauren Connelly joined the team and things got even better! Lauren is delightful to work with, as well.
In some cases, people going through a divorce have often never been “in charge” of the family’s finances, and therefore have no idea what to do. Other times, a person doesn’t want their money invested with the same financial person they used with their soon-to-be ex. This is why it’s a good idea to talk to a couple advisors, to see if you feel like the person is a good fit for you.
Elaine, Pete and Lauren all have a wonderful way of making people feel comfortable and calm, which isn’t easy for a lot of people when it comes to money! They are wonderful listeners, and they always make you feel like they are there for you, and willing to spend as much time as you need. They go out of their way to make clients feel secure, comfortable and good about their portfolios. Over the past few years, I have referred many clients to Elaine and Pete, and they’ve gotten wonderful reviews. Elaine and Pete are licensed to work with clients all over the U.S.
FounderDivorced Girl Smiling
About Elaine and Peter
Elaine is a Vice President and Senior Advisor at Vestor. She has extensive experience in advising high-net-worth clients and providing holistic wealth management and planning to clients. She has a particular focus on working with women, especially those facing life transitions such as divorce.
Elaine has been in the financial services industry since 1986. Prior to joining Vestor Capital, she worked for Bear Stearns, and Tucker Anthony. She holds a Bachelor of Arts degree with a concentration in Political Science from Tulane University.
Elaine is very active in the community. She currently serves as an involved member of Impact Grants Chicago and as a volunteer for Jewish United Fund. Previously, Elaine served on the Parents Council of Latin School Chicago and the Board of Trustees at the Chicago Sinai Congregation, where she is a member. When not in the office, she enjoys spending time with her family, reading, cooking, and practicing yoga.
Professional Licenses: Series 65
Peter joined Vestor Capital in 2013 as a Wealth Management Advisor. He is responsible for strengthening client relationships, research, technology and new business development. Peter advises clients on a broad range of financial matters and utilizes the extensive resources of Vestor Capital and his knowledge as a CERTIFIED FINANCIAL PLANNER™ to develop a personalized financial plan and investment strategy for each client. He also specializes in advising 401(k) plans regarding plan design, investment menu construction, fiduciary education, and ongoing participant education.
Prior to joining Vestor Capital, Peter was a Financial Advisor at Merrill Lynch for 4 years and owned Mullins Computer Solutions, a computer networking and repair company. He holds a Bachelor of Science degree in finance from the University of Arizona, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), as well as a Chartered Retirement Planning Counselor (CRPC®) and Certified Divorce Financial Analyst (CDFA®).
Peter is an associate member of the Blackhawk Alumni Association. He also enjoys developing youth and high school rugby programs, golf, and playing hockey.
Professional Licenses: Series 66, CFP®, CRPC®, CDFA®
